Bookmark an application form for visitors who abandon prior to completion

ID #

263

Introduction

In 2016, it is anticipated that 5.2 million checking accounts will be opened online and as many as 2.2 million will be opened using a mobile device. A major challenge banks face is the high abandonment rate of customers who open accounts online or on mobile devices. If a visitor doesn’t complete an application form during a current session, you can use Evergage to direct him to where he abandoned the form in a future session.

Example

A prospective customer begins filling out an online refinance application. After completing 5 of 10 steps, he unexpectedly leaves your site. A few days later, he returns and is prompted with a message asking if he’d like to continue with the application process. He accepts and is taken to the exact spot in the application where he left off a few days before.

Segment

This campaign would target:

Prospective customers who started a form but did not complete it

Present message when they return to your site

Measure

The measure of success for this campaign would be how many people ended up completing the registration/application after initially abandoning it.

Setup

Evergage captures the steps a prospective customer takes when completing an application or registration process. If a prospect does not complete the form, on their next visit, serve a message indicating they can complete the form and, if interested, take him or her to the exact spot in the form where they dropped off during their last visit.